we have our guest host jeremy siegel to sort of unpack this puzzle that's out there. joel, good morning. >> good morning, steve. >> so tell me what this does to the gdp forecast for the fourth quarter? >> well, you know, i think we can, you know, pretty easily say that there was not a decline in growth in the fourth quarter. and i agree, when you look at the economic, you know, elements of the fourth quarter numbers, strong investment in equipment, and software, decent consumer spending, really good durables, excellent housing, the economy was really good. if you look at why we didn't get the positive number, or now what we'll even look at a weaker number, it was some temporary factors. i think when we get the revisions it will be up and also sets the stage for even a better first quarter growth number. >> joel, tell us now what you think the fourth quarter really did in terms of growth, and how to think about what the right growth rate is to think about. i'm guessing you're not saying this is the gang buster economy.